January Update: Increased efficiencies and accuracy with more integrations

This month we have introduced new capabilities to provide greater flexibility and customisation to help make your work faster and more efficient.

1. Zapier Integration

Increased automation, efficiency and collaboration with Zapier Integrations

Integrations are highly desirable, and a core need for all customers. We are excited to announce that Synergy now connects to Zapier, allowing clients to integrate their Synergy data with a wide variety of third-party applications to support their business and project management.

The HR and CRM apps clients can integrate Synergy to include: BambooHR, Salesforce, People HR, BrightHR, SugarCRM, Zoho, Kula Hub, Workable and Pipedrive.

The key benefits of Zapier integrations with Synergy are:

  1. Automation: allows users to automate repetitive tasks and workflows between different systems. This saves time and effort by eliminating manual data entry and reducing the chances of errors.

  2. Efficiency: By integrating HR and CRM systems with Synergy through Zapier, users can streamline their processes and improve overall efficiency. Data can be seamlessly transferred between systems, ensuring accurate and up-to-date information across platforms.

  3. Enhanced Collaboration: Zapier integrations enable better collaboration by enabling different teams or departments to share data effortlessly. This promotes a more synchronized and cohesive work environment.

  4. Scalability: As businesses grow, the need for integrating different systems becomes crucial. Zapier provides a scalable solution by allowing users to connect multiple HR and CRM systems with Synergy, ensuring smooth operations even as the business expands.

  5. Flexibility: Zapier supports a wide range of applications and platforms, making it highly versatile. Users can easily connect and integrate various HR and CRM systems with Synergy, regardless of the specific tools they are using.

  6. Overall, Zapier integrations offer users the ability to connect and synchronize their HR and CRM systems with Synergy, resulting in improved productivity, efficiency, and collaboration.

2. Invoicing – Customisable Payment Terms

More flexibility for Invoice payments and financial workflows

Improved configuration options for Payment Terms, across Invoices and Purchase Orders. These include the introduction of manual invoice payment dates and increased options for default payment terms.

3. Invoicing – Bulk Finalise and Bulk Send Invoices

A faster and more efficient way to work with Invoicing

Clients can now “Bulk Finalise” and “Bulk Send” invoices in two seperate actions (in addition to the joint action “Bulk Finalise and Send Invoices”).

Other Improvements

For a full list of changes introduced in this release you can download the Technical Release Notes below.

Join the conversation

Are you already using Synergy to enhance your project management? Then join the online Synergy community to talk with us and industry peers about how to achieve your best results, get advice, share ideas and feedback, and more.

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